Kate provides strategic counsel and communications support to financial sponsors, including private equity firms and alternative asset managers as well as their portfolio companies. Areas of focus include corporate communications, fundraising & IR, media relations, design & digital and transaction support.

Financial Sponsors

She advises financial sponsors, as well as portfolio companies, on strategic communications including media and investor relations, investment activity and fundraising efforts. Current and former clients include AEA, Apollo, ATLAS SP Partners, Blackstone, B Capital, CC Capital, Coalesce Capital, Cornell Capital, KSL Capital, L Catterton, NexPhase Capital, Quantum Capital Group, RA Capital, Roark, Vinci and ZCG.​

Transaction Support

Assignments include advising Apollo on its acquisitions of IGT/Everi, ATLAS SP and Atlas Air; Blackstone on its sale of a $1.64B student housing portfolio to KKR; Coalesce on its acquisitions of Examinetics, Pearl Meyer and DAS Health; CC Capital on its launch of ReserveOne and strategic investment in Westaim/Arena Investors; KSL on the close of its continuation vehicle for Alterra and acquisitions of Soneva, JW Marriott Venice Resort & Spa, Hersha, W Maldives and Sheraton Maldives and Sereno Hotels, L Catterton on its acquisition of AmaWaterways; NexPhase on its acquisition of Empower Community Care and its sale of Zing Zang; and Quantum on its acquisitions of Caerus Oil & Gas and Cogentrix and its sale of Rockcliff; and Vinci on its strategic partnership with Ares and merger with Compass.

Fundraising & Investor Relations

She advises financial sponsors throughout the entire fundraising lifecycle from fund and strategy launches to ongoing marketing activities, interim capital raises and final fund closes.​

Design & Digital Integration

She works closely with JF’s integrated design and digital teams to create compelling, cross-platform assets that help tell clients’ stories and support both ongoing activity as well as event-driven strategic priorities – ranging from social media strategy to websites, infographics and investor reports.

Kate joined Joele Frank in 2022 and previously worked at a global research firm. She received a BA in Visual and Media Studies, with a Certificate in Markets & Management Studies and a Minor in Psychology from Duke University.